Position in AES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$414,115
-$63,395 QoQ
Shares Held
28,248
-16.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#389
of 696 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MATHER GROUP, LLC. holds $577,748 across 2 Utilities - Diversified names. AES ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
28,248 | $414,115 | |
| 2 | SRE |
Sempra
|
1,765 | $163,633 |
All Filings in AES
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,115 | 28,248 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $477,510 | 33,890 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $216,720 | 15,113 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $136,745 | 10,391 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $112,289 | 9,041 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $24,247 | 1,884 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $101,924 | 5,081 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $105,437 | 6,001 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $74,176 | 4,137 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||